Frequently Asked Questions

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Estate planning ensures your assets are distributed according to your wishes and helps protect your family from legal complications, delays, and taxes.

Create a high-quality, state-specific estate plan crafted by attorneys, customized by you  and assisted by your advisor.

Yes! Our platform allows you to build personalized, legally compliant documents with the convenience of digital technology and professional oversight.

Our platform caters to individuals, particularly those 55+, and financial advisors or insurance agents seeking to offer estate planning services to their clients.

Yes, all documents are created to comply with the legal requirements of your state and are reviewed by professionals for accuracy.

You’ll be guided through a user-friendly process where you input your preferences, and the platform generates personalized, attorney-reviewed documents ready to print and notarize.

We provide advisors with tools to help their clients create estate plans at a lower price point compared to a local Attorney.

The process is efficient and typically much faster than traditional methods, depending on the complexity of your needs.  Typically, you can create your estate plan in 45 minutes or less!  So it's perfect for someone who doesn't want to wait weeks with a local attorney.

No!  Just let your Advisor know you are done with the data entry, and LegacyRx will review for errors and printout all of your documents and mail them to you!  You can certainly print them on your own if time is of the essence.

Yes, our platform allows for updates to be made easily, so your estate plan can evolve with your life’s changes. - Additional fees may apply.

We prioritize your privacy and use advanced security measures to ensure all data is protected and handled confidentially.